A complete 7-day AI system for Australian Chinese-speaking AFSL Authorised Representatives and small broking firms — new client risk assessment, PDS translation, renewal review, claims advocacy, and COI compliance.
Best for: Sydney / Melbourne / Brisbane Chinese-speaking AFSL Authorised Representatives, sole practitioners, and multicultural broking firm partners covering business pack, hospitality / retail, property / landlord, trades / contractor, and professional indemnity / management liability.
Not ideal for: Pure personal life / health insurance agents (different model), unlicensed referrers, or bancassurance channels (not broker model).
⚠ Compliance note: All AI-generated content must be reviewed and signed off by an AFSL Authorised Representative before being sent to clients. This pack does not constitute financial product advice. Personal advice always requires AFSL AR assessment with best interests duty per Corporations Act 2001 and ASIC RG 175.
Primarily ChatGPT and Claude — both have free tiers that are enough to get started.
No software to install. No paid subscriptions required.
🌐 English + 简体中文 + 繁體中文 查看中文页 →
AFSL framework, ASIC RG 175 / RG 244, NIBA Code of Practice, AFCA dispute resolution, Privacy Act 1988, FSG / SOA disclosure conventions. Built for AU practice only — broking compliance is jurisdiction-specific.
Get Australia Edition →Insurance broking is highly regulator-localised — AFSL / ASIC / NIBA / AFCA are Australian frameworks that do not translate overseas. A "global" version would dilute the depth that makes this pack useful. We focus on Australia.
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Questions? Contact us
"My new bubble tea shop needs insurance" "landlord wants a COI" "my PI just went up 40%" — different industries, different urgencies, but every reply needs the same risk gap diagnostic and FSG disclosure logic.
Every quote requires explaining cover modules, exclusions, sub-limits and excess to clients who cannot read English wording. A 250-word Chinese summary takes 90 minutes from scratch.
Each renewal needs business-change check, premium-trend forecast and bilingual reminder. Skipping clients leads to churn — but personalising 40 emails takes a full week.
First call after incident, evidence checklist, insurer follow-ups every 14 / 30 / 45 days, AFCA escalation prep — the work that retains clients is also the most repetitive.
How we built this pack: We mapped the real weekly workflows of Sydney Chinese-speaking AFSL Authorised Representatives — from new client risk assessments, to PDS Chinese summaries, to renewal review reports, to claims advocacy and AFCA escalation, to COI compliance for landlords and project managers. Every prompt was tested against ASIC RG 175 / RG 244 and NIBA Code of Practice boundaries. Every workflow respects the AFSL responsibility chain: AI accelerates the writing, the Authorised Representative owns the personal advice judgment and signature.
Step-by-step setup written specifically for Chinese-speaking brokers. Get ChatGPT, Claude, DeepL set up and your first bilingual new-client risk assessment drafted in an afternoon.
→ Your first new-client WeChat reply template, ready to use
A curated comparison of AI tools for broking practice — ChatGPT, Claude, Gemini, DeepL, Canva, NetDocuments, Microsoft 365 Copilot. What each does best, free vs paid, and confidentiality / Privacy Act notes for each.
→ Skip subscriptions you don't need
20 ready-to-use prompts across 5 categories — new client intake, PDS & wording, renewal review, claims advocacy, social media & business development.
→ FSG disclosure, PDS comparison, COI request — pre-built
Standardised processes for: new client risk assessment, PDS client education, renewal review & optimisation, claims advocacy full process, COI & contract compliance support.
→ Turn your best case-handling into your standard case-handling
A day-by-day plan so you always know what to do next. Day 1 install tools and write your first new-client reply; Day 4 generate your first monthly client review report; Day 7 you have habits, library, and a Google Reviews pipeline running.
→ Removes all execution friction from the first week
Advanced bilingual prompt patterns, an ASIC RG 175 + AI usage decision tree, AI workflow automation ideas for small broking firms, and a sole-practitioner efficiency checklist.
→ Room to grow when you're ready
One pack. Three languages (繁/简/EN). 5 guides + 8 videos + bonus ebook. Built for AU broking practice.
Not sure this is right for you? Contact us before buying — we'll give you a straight answer.
Market hardens. AI tools advance. Your pack stays current.
Your pack includes 12 months of Edge Pass Membership (value A$99) bundled FREE. You'll receive monthly AI briefs, quarterly industry deep-dives, and hotfix alerts — so your toolkit stays sharp as AI evolves. After 12 months, continue for A$9.9/month or let it lapse — no surprise charges.
Learn About the Edge Pass →Bookkeepers, tax agents & small accounting firms
Chinese-speaking admitted solicitors
Agents, property managers & independents